KL

KELLY LAWRENCE W & ASSOCIATES INC/CA

13F
KELLY LAWRENCE W & ASSOCIATES INC/CA
Last update 2025-05-14 152 Stocks (8 new)
Value $406.00 Mil Turnover 0 %
Countries:
Top Holdings: AAPL(8.56%)GOOGL(6.19%)COST(5.96%)FI(5.32%)BR(4.42%)
Summary Stock Picks Current Portfolio
KELLY LAWRENCE W & ASSOCIATES ... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
156,483
34,759.6
-2.81%
8.560
-0.27%
0.000
+2.72%
-14.43%
3,192,682.2
Hardware
GOOGL
Alphabet Inc
162,510
25,130.5
-1.38%
6.190
-0.10%
0.000
+20.80%
+1.76%
2,329,696.9
Interactive Media
COST
Costco Wholesale Corp
25,575
24,188.3
-0.21%
5.960
-0.01%
0.010
-4.15%
+2.16%
414,118.9
Retail - Defensive
FI
Fiserv Inc
97,737
21,583.3
-1.56%
5.320
-0.08%
0.020
-20.81%
-31.81%
77,665.1
Software
BR
Broadridge Financial Solutions Inc
73,997
17,941.3
-0.93%
4.420
-0.04%
0.060
+6.63%
+12.75%
29,717.1
Software
AMD
Advanced Micro Devices Inc
166,465
17,102.6
+0.23%
4.210
+0.01%
0.010
+71.61%
+34.22%
262,862.0
Semiconductors
ROP
Roper Technologies Inc
28,703
16,922.7
-2.23%
4.170
-0.08%
0.030
+0.27%
+8.28%
60,247.9
Software
V
Visa Inc
48,198
16,891.5
+0.29%
4.160
+0.01%
0.000
+5.61%
+12.38%
691,480.5
Credit Services
ICE
Intercontinental Exchange Inc
97,500
16,818.8
-3.56%
4.140
-0.13%
0.020
+12.94%
+23.88%
105,306.3
Capital Markets
COF
Capital One Financial Corp
83,290
14,933.9
-2.72%
3.680
-0.10%
0.020
+14.57%
+19.24%
135,145.5
Credit Services

KELLY LAWRENCE W & ASSOCIATES INC/CA's Historical Top Holdings Breakdowns

KELLY LAWRENCE W & ASSOCIATES INC/CA's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.27%
●
209.68 ($231.67) 247.1
$213.76
-7.73%
Reduce -2.81%
156,483
-4,522
OKE
ONEOK Inc
2025-03-31
Sold Out
Sold Out
-0.19%
●
89.57 ($99.27) 109.85
$82.01
-17.39%
Sold Out
0
-7,850
ICE
Intercontinental Exchange Inc
2025-03-31
Reduce
Reduce
-0.13%
●
142.8 ($163.84) 176.36
$183.58
12.05%
Reduce -3.56%
97,500
-3,603
GOOGL
Alphabet Inc
2025-03-31
Reduce
Reduce
-0.10%
●
154.33 ($181.36) 206.38
$192.17
5.96%
Reduce -1.38%
162,510
-2,275
COF
Capital One Financial Corp
2025-03-31
Reduce
Reduce
-0.10%
●
163.87 ($188.9) 209.82
$211.33
11.87%
Reduce -2.72%
83,290
-2,325
NSRGY
Nestle SA
2025-03-31
Reduce
Reduce
-0.09%
●
80.4 ($91.85) 103.55
$93.35
1.63%
Reduce -33.54%
8,926
-4,505
CSGP
CoStar Group Inc
2025-03-31
Reduce
Reduce
-0.08%
●
69.29 ($76.08) 80.37
$92.96
22.19%
Reduce -3.78%
124,640
-4,900
FI
Fiserv Inc
2025-03-31
Reduce
Reduce
-0.08%
●
200.51 ($218.93) 237.79
$140.08
-36.02%
Reduce -1.56%
97,737
-1,550
ROP
Roper Technologies Inc
2025-03-31
Reduce
Reduce
-0.08%
●
502.71 ($561.16) 593.81
$560.37
-0.14%
Reduce -2.23%
28,703
-655
KMB
Kimberly-Clark Corp
2025-03-31
Sold Out
Sold Out
-0.08%
●
124.46 ($134.75) 147.4
$127.75
-5.19%
Sold Out
0
-2,438

KELLY LAWRENCE W & ASSOCIATES INC/CA Total Holding History ($B)

To

KELLY LAWRENCE W & ASSOCIATES INC/CA's Asset Allocation

To

KELLY LAWRENCE W & ASSOCIATES INC/CA Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

KELLY LAWRENCE W & ASSOCIATES INC/CA's Hypothetical Growth since 2025-03-31

KELLY LAWRENCE W & ASSOCIATES INC/CA's Yearly Returns

Year Portfolio % % Excess Gain %

KELLY LAWRENCE W & ASSOCIATES INC/CA's Holdings Heat Map

Size field:

KELLY LAWRENCE W & ASSOCIATES INC/CA's Holdings Bubble Chart

KELLY LAWRENCE W & ASSOCIATES INC/CA News

  • 1

Discussions on KELLY LAWRENCE W & ASSOCIATES INC/CA

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.